See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,854 |
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $8,774 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,318 | $69,763+15.1% | $67,502+19.0% | $74,495+7.8% |
| Participation rate | 98.7% | 71.4%+27.4pp | 72.9%+25.9pp | 67.2%+31.5pp |
| Annual return | 12.23% | -40.34%+52.6pp | 3512.12%-3499.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,797 | $2,704+3.4% | $2,731+2.4% | $2,623+6.6% |
| Participant deferral / active EE | $2,743 | $3,636-24.6% | $4,000-31.4% | $4,346-36.9% |
| Admin fee / account holder | $80 | $896-91.1% | $3,998-98.0% | $1,942-95.9% |